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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,003 | $88,672+26.3% | $105,223+6.4% | $82,448+35.8% |
| Participation rate | 61.3% | 67.9%-6.6pp | 75.0%-13.8pp | 68.1%-6.8pp |
| Annual return | 10.56% | 30.86%-20.3pp | 180.65%-170.1pp | 41.64%-31.1pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,872 | $4,036+119.8% | $5,072+74.9% | $4,139+114.3% |
| Admin fee / account holder | $5,192 | $7,146-27.3% | $8,859-41.4% | $7,234-28.2% |